Carolinas Wealth Consulting’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,418
| Closed | -$90.1K | – | 773 |
|
|
2025
Q1 | $90.1K | Hold |
1,418
| – | – | 0.02% | 260 |
|
|
2024
Q4 | $86.1K | Hold |
1,418
| – | – | 0.02% | 274 |
|
|
2024
Q3 | $96K | Hold |
1,418
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $87.4K | Buy |
1,418
+244
| +21% | +$15K | 0.02% | 278 |
|
|
2024
Q1 | $74.3K | Buy |
+1,174
| New | +$74.3K | 0.01% | 317 |
|
|
2020
Q4 | – | Sell |
-602
| Closed | -$36K | – | 1014 |
|
|
2020
Q3 | $36K | Hold |
602
| – | – | 0.01% | 328 |
|
|
2020
Q2 | $32K | Buy |
602
+6
| +1% | +$319 | 0.01% | 246 |
|
|
2020
Q1 | $26K | Buy |
+596
| New | +$26K | 0.01% | 140 |
|